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Financial Freedom, LLC: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Financial Freedom, LLC on AGG, newest first. How the timeline and the estimate are built.

Financial Freedom, LLC held 24,670 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,670 shares
    Change vs previous 13F +60 shares

    1.12% of the 13F portfolio, value $2,441,827.

    13F-HR 0001965484-26-000003 filed by Financial Freedom, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 24,610 shares
    Change vs previous 13F +37 shares

    1.22% of the 13F portfolio, value $2,443,061.

    13F-HR 0001965484-26-000002 filed by Financial Freedom, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 24,573 shares
    Change vs previous 13F -72 shares

    1.22% of the 13F portfolio, value $2,454,328.

    13F-HR 0001965484-26-000001 filed by Financial Freedom, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 24,645 shares
    Change vs previous 13F -1,160 shares

    1.23% of the 13F portfolio, value $2,470,685.

    13F-HR 0001965484-25-000006 filed by Financial Freedom, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 25,805 shares
    Change vs previous 13F -20,586 shares

    1.38% of the 13F portfolio, value $2,559,831.

    13F-HR 0001965484-25-000003 filed by Financial Freedom, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 46,391 shares
    Change vs previous 13F -11,542 shares

    2.64% of the 13F portfolio, value $4,588,980.

    13F-HR 0001965484-25-000002 filed by Financial Freedom, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 57,933 shares
    Change vs previous 13F -3,116 shares

    2.96% of the 13F portfolio, value $5,613,677.

    13F-HR 0001965484-25-000001 filed by Financial Freedom, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 61,049 shares
    Change vs previous 13F not available

    3.27% of the 13F portfolio, value $6,182,472.

    13F-HR 0001965484-24-000006 filed by Financial Freedom, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).